Senior Private Wealth Advisor - Practice Lead

Senior Private Wealth Advisor, Practice Lead

Leads a dedicated client practice team, providing first‑class client experience and financial advisory services to high net‑worth clients in Southern California.

• Serve as the lead advisor within a dedicated client team, collaborating with a Wealth Advisor and Client Experience Specialist.
• Build lasting relationships with a book of high net worth Empower clients.
• Provide client onboarding, financial planning, and investor education.
• Manage relationships via phone, email and virtual meetings.
• Retain assets under management and acquire additional assets through proactive communication.
• Act as liaison between clients and internal groups/departments within Empower Personal Wealth.
• Represent the ‘Personal Strategy’ investment strategy; recommend, implement, and review investment strategies that align with clients’ risk tolerance.
• Provide holistic financial planning (retirement, income optimization, tax‑advantaged savings, education planning).
• Effectively delegate, coach, train, and develop colleagues.
• Travel as needed to meet with clients face‑to‑face.

• Bachelor’s degree in business or related discipline or equivalent experience.
• 10+ years of financial services and client experience.
• Direct client contact experience with a professional demeanor.
• Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning.
• Proven ability to manage multiple client needs, deliver on multi‑product goals, and analyze and present investment portfolios.
• Experience with high‑net‑worth clients, complicated planning, net promoter score, and client retention.
• Active FINRA Series
  65 required; FINRA fingerprinting required.
• CFP strongly preferred.
• Exceptional at delivering effective client consultations, establishing trust and building long‑term relationships.
• Excellent verbal and written communication skills.
• Self‑starter with strong situational awareness, organizational and presentation skills.

• Base salary range: $125,400 – $181,875 per year.
• Competitive bonus opportunity in addition to base salary (non‑sales and sales incentive options).
• Medical, dental, vision and life insurance.
• Retirement savings – 401(k) plan with up to 6% company match.
• Financial advisory services and potential company discretionary contribution.
• Tuition reimbursement up to $5,250 per year.
• Paid time off, company holidays, floating holidays, and paid volunteer time.
• Leave of absence programs including paid parental leave, disability, and FMLA.
• Business‑casual environment, optional jeans.
• Business Resource Groups (BRGs) for inclusion and collaboration.

Remote or hybrid work is available but requires a reliable high‑speed internet connection and a suitable work environment at home.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

We are an equal‑opportunity employer committed to diversity. All qualified applicants will receive consideration without regard to age, race, color, national origin, sex, sexual orientation, gender identity, gender expression, marital status, pregnancy, religion, disability, military or veteran status, genetic information, or any other protected status.